Analyst - Investment Performance & Risk

Clarion Partners has been a leading real estate investment manager for over 40 years. Headquartered in New York, the firm maintains strategically located offices across the United States and Europe. Clarion Partners offers a broad range of real estate strategies across the risk/return spectrum to approximately 500 institutional investors across the globe. Clarion Partners operates independently as a Specialist Investment Manager owned by Franklin Templeton (FT), a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.

About The Department

Clarion Partners manages more than $70 billion in real estate assets for institutional investors worldwide. The team supports investment reporting, data management, performance analytics, and operational oversight across equity and debt real estate strategies. Professionals in accounting, fund administration, portfolio management, technology, and reporting work closely together to deliver accurate data and meaningful insights. This collaborative environment provides exposure to investment operations, reporting processes, and real estate markets while supporting informed investment decisions and client service.

How you will add value?

Core Responsibilities

• You will collect and validate financial and operational data.
• You will reconcile accounting, fund administration, and reporting records.
• You will maintain data within reporting and analytics platforms.
• You will gather information from third-party providers.
• You will perform data quality reviews and data cleansing activities.
• You will investigate discrepancies in assets, valuations, and performance metrics.

Performance & Reporting

• You will maintain investor and consultant databases.
• You will support investor reporting and due diligence requests.
• You will prepare data for Requests for Proposal and Requests for Information submissions.
• You will assist with performance, risk, attribution, and asset reporting.
• You will support reporting across open-end and closed-end funds.

Team & Collaboration

• You will support data migration and integration initiatives.
• You will improve reporting workflows and internal controls.
• You will collaborate with accounting, technology, and investment teams.
• You will coordinate with external providers and internal stakeholders.

What will help you be successful in this role?

Experience, Education & Certifications

• Bachelor’s degree in Accounting, Finance, Economics, Mathematics, or a related field.
• Two to four years of experience in fund administration, accounting, reporting, or data operations.
• Experience with financial data validation and reconciliation.
• Knowledge of investment performance metrics preferred.

Technical Skills

• Advanced Microsoft Excel skills.
• Experience working with large and complex datasets.
• Knowledge of Power BI, Power Query, or Structured Query Language preferred.
• Understanding of Assets Under Management, Net Asset Value, Internal Rate of Return, Total Value to Paid-In Capital, leverage ratios, and time-weighted returns preferred.

Soft Skills

• Strong attention to detail and data accuracy.
• Excellent analytical and problem-solving abilities.
• Strong organization and prioritization skills.
• Ability to manage multiple deadlines effectively.

Work Shift Timings - 2:00 PM - 11:00 PM IST

Clarion Partners is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. Clarion Partners offers generous benefits designed with the health and financial welfare of our employees and their families in mind, including highly competitive and expansive health care coverage, a comprehensive 401K, company-sponsored volunteer opportunities, individual volunteer time off, parental leave and childcare programs, as well as other benefits and discount purchase programs.

Clarion Partners is committed to fostering an inclusive environment. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.